Unclaimed Profile

Erin Schornack Dickes

GENEVA ADVISORS, LLC·CHICAGO, Illinois

SIE, Series 7, Series 63, Series 65, Series 79TO22 years registeredGENEVA ADVISORS, LLC

181 W. MADISON ST, CHICAGO, IL 60602-4690CRD# 2787956Firm CRD# 121629

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erin Schornack Dickes · CHICAGO, IL

Registration

CRD #2787956 · GENEVA ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

MORGAN STANLEY

Jul 2022 – present

CIBC PRIVATE WEALTH ADVISORS, INC.

Nov 2017 – Aug 2022

Chicago, IL

GENEVA ADVISORS, LLC

Nov 2005 – Sep 2017

CHICAGO, IL

KENILWORTH ASSET MANAGEMENT, LLC

Nov 2003 – Dec 2006

KENILWORTH, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 79TO

Registration record

First registered · November 5, 2003

Years registered · 22

Disclosure History

2022Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GENEVA ADVISORS, LLC

CRD 121629 · SEC 801-61890

AUM

$7.9B

Regulatory assets under management

Employees

101

14,090 client accounts

Services offered by GENEVA ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at GENEVA ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Erin Schornack Dickes offer?

Erin Schornack Dickes specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Erin Schornack Dickes's credentials?

Erin Schornack Dickes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erin Schornack Dickes located?

Erin Schornack Dickes is based in CHICAGO, Illinois, working with GENEVA ADVISORS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Erin Schornack Dickes charge for services?

Erin Schornack Dickes's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENEVA ADVISORS, LLC?

GENEVA ADVISORS, LLC has approximately 101 employees and manages $7.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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